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Who We Are

Most successful business owners spend their time running their business. Their expertise is not planning for how to get out or for what might happen to the company, their family and all of their employees and customers if something happens to them. That’s our expertise.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.